Retire Rich Secrets Wills Trusts Attorney Won't Share

Why Your Attorney Might Not Share Everything

Attorneys specializing in wills and trusts are bound by their professional duty to act in your best interest. However, they might not always volunteer information about certain strategies that could maximize your wealth. This is not necessarily due to a lack of transparency, but rather because their focus is often on ensuring legal compliance and protecting your assets from a legal standpoint.

For instance, some attorneys might not emphasize the benefits of setting up a living trust, which can provide asset protection and privacy. Unlike a will, a living trust doesn't become public record, which means your estate's details remain confidential².